High Net Worth Wealth Manager

15 hours ago

Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $260,000

As a wealth management professional, you will play a critical role in helping clients achieve their financial goals. Our comprehensive advice and investment management services cater to high net worth individuals, families, corporations and select institutions. You will work closely with clients to understand their needs and deliver customized strategies drawn from our deep investment experience and diverse wealth management capabilities.

Wealth Management

We specialize in creating personalized wealth management plans for high net worth individuals and families, as well as select institutions. Our team delivers an unparalleled investment platform inclusive of the full product and service offerings, which may include tax planning, estate planning and private banking services.

Your Impact

You will serve as a trusted advisor to your clients, including high net worth individuals and families, corporate executives, entrepreneurs, and select institutions. You will deliver a high level of service and an unparalleled investment platform, while also serving as your clients' bridge to our full product and service offerings.

Key Responsibilities:
  • Develop and implement comprehensive wealth management plans for high net worth individuals and families, as well as select institutions.
  • Provide investment advice based on analytic rigor and tailored to meet the specific needs and goals of each client.
  • Work closely with clients to understand their needs and deliver customized strategies.

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